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Karn Couzens & Associates’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Karn Couzens & Associates’s Portfolio RSP Stock Details RSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$865K Buy
5,484
+2,497
+84% +$389K 0.55% 31
2021
Q4 		$486K Buy
2,987
+278
+10% +$43.9K 0.33% 39
2021
Q3 		$406K Buy
2,709
+147
+6% +$22.5K 0.31% 46
2021
Q2 		$386K Buy
+2,562
New +$381K 0.3% 46

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Karn Couzens & Associates's RSP Position: Q1 2022 in Review

Karn Couzens & Associates increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 84% in Q1 2022, buying an estimated $389K and bringing the position to 5,484 shares worth $865K. The position accounts for 0.55% of the portfolio, ranked #31.

Karn Couzens & Associates first reported a position in RSP in Q2 2021 and has held it in 4 quarters since. 1,174 funds tracked by Wall St. Rank hold RSP as of Q1 2022.

  • Karn Couzens & Associates held 5,484 shares of Invesco S&P 500 Equal Weight ETF worth $865K as of Q1 2022.
  • Karn Couzens & Associates bought 2,497 Invesco S&P 500 Equal Weight ETF shares in Q1 2022, an estimated $389K.
  • Invesco S&P 500 Equal Weight ETF made up 0.55% of Karn Couzens & Associates's portfolio in Q1 2022, its #31 holding.
  • Karn Couzens & Associates first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2021 and has held it in 4 quarters since.
  • 1,174 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2022.

Based on Karn Couzens & Associates's 13F filing for Q1 2022, filed 19 Apr 2022.